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WNY Asset Management’s WEC Energy WEC Stock Holding History

WNY Asset Management’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$952K Sell
8,153
-496
-6% -$56.6K 0.09% 108
2026
Q1 		$1M Buy
+8,649
New +$972K 0.1% 100
2025
Q3 		$990K Buy
8,640
+4
+0% +$434 0.1% 97
2025
Q2 		$900K Buy
8,636
+5
+0.1% +$532 0.1% 93
2025
Q1 		$941K Buy
8,631
+4
+0% +$409 0.11% 94
2024
Q4 		$811K Buy
8,627
+4
+0% +$388 0.1% 98
2024
Q3 		$829K Buy
8,623
+116
+1% +$10.3K 0.1% 102
2024
Q2 		$667K Buy
8,507
+6
+0.1% +$487 0.09% 120
2024
Q1 		$698K Buy
8,501
+5
+0.1% +$402 0.11% 116
2023
Q4 		$715K Buy
8,496
+4
+0% +$329 0.12% 112
2023
Q3 		$684K Sell
8,492
-51
-0.6% -$4.43K 0.13% 101
2023
Q2 		$754K Sell
8,543
-886
-9% -$81.9K 0.16% 86
2023
Q1 		$894K Buy
9,429
+3
+0% +$278 0.21% 79
2022
Q4 		$884K Buy
9,426
+3
+0% +$277 0.24% 77
2022
Q3 		$842K Buy
9,423
+3
+0% +$306 0.31% 68
2022
Q2 		$948K Buy
9,420
+2
+0% +$203 0.32% 66
2022
Q1 		$940K Buy
9,418
+3
+0% +$283 0.29% 69
2021
Q4 		$913K Sell
9,415
-39
-0.4% -$3.56K 0.27% 69
2021
Q3 		$833K Buy
9,454
+53
+0.6% +$4.97K 0.29% 71
2021
Q2 		$836K Buy
9,401
+45
+0.5% +$4.24K 0.3% 66
2021
Q1 		$875K Buy
9,356
+3
+0% +$262 0.35% 56
2020
Q4 		$860K Buy
+9,353
New +$910K 0.43% 34

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WNY Asset Management's WEC Position: Q2 2026 in Review

WNY Asset Management reduced its WEC Energy (WEC) stake by 5.7% in Q2 2026, selling an estimated $56.6K and leaving 8,153 shares worth $952K. The position accounts for 0.09% of the portfolio, ranked #108.

WNY Asset Management first reported a position in WEC in Q4 2020 and has held it in 22 quarters since. The position peaked at $1M in Q1 2026. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • WNY Asset Management held 8,153 shares of WEC Energy worth $952K as of Q2 2026.
  • WNY Asset Management sold 496 WEC Energy shares in Q2 2026, an estimated $56.6K.
  • WEC Energy made up 0.09% of WNY Asset Management's portfolio in Q2 2026, its #108 holding.
  • WNY Asset Management first reported a position in WEC Energy in Q4 2020 and has held it in 22 quarters since.
  • WNY Asset Management's WEC Energy position peaked at $1M in Q1 2026.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on WNY Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.